Our collaborative approach ensures the quality of our work and gives you the attention you deserve.
Each member of our award-winning team strives to develop professionally and personally on an ongoing basis, in order to provide you with top-notch wealth management advice.
“My life mission is to create a highly successful firm that empowers our staff, helps our clients achieve the life they deserve and change lives by supporting charity.”
Stacy’s passion for helping others through financial planning and investment management is uncommon. She is an award-winning role model for our team, colleagues and women business owners across the country. Stacy regards our clients and staff as family and works hard to ensure that everything runs smoothly.
“My life mission is to create a highly successful firm that empowers our staff, helps our clients achieve the life they deserve and change lives by supporting charity.”
Professionally: Stacy is a nationally-recognized financial expert who attended the New York University Center for Finance, Law and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. She comes with over 18 years of experience in the financial industry and is dedicated to her ongoing professional education. Stacy is a Certified Divorce Financial Analyst® (CDFA®), a Divorce Financial Strategist™ as well as a Certified Estate and Trust Specialist (CES™). She is the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter, the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Stacy is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council and she frequently appears in media outlets such as CNN, PBS, The Wall Street Journal and USA Today.
As much as 10% of all Francis Financial proceeds are donated to charities, including Savvy Ladies™, a nonprofit organization founded by Stacy to educate and empower women to take control of their finances. Savvy Ladies has helped over 12,000 women through free one-on-one financial counseling, workshops and retreats.
Personally: Stacy grew up in the countryside in Michigan, which sparked her love of animals and the outdoors. She enjoys snowboarding, skiing, and horseback riding with her family. Stacy is as active as it gets and she loves her morning boot camp, running marathons and training for triathlons. Her favorite activities include cooking with her kids for their monthly Chopped Cooking Competitions, discovering new wines with her husband, swimming with dolphins in the Bahamas and scuba diving in the Dominican Republic. Captain Stacy and her family are also avid sailors and she recently acquired her sailing certification.
Favorite quote: “Whether you think that you can or you can’t, you’re usually right.“ – Henry Ford
“My life mission is to create a highly successful firm that empowers our staff, helps our clients achieve the life they deserve and change lives by supporting charity.”
Stacy’s passion for helping others through financial planning and investment management is uncommon. She is an award-winning role model for our team, colleagues and women business owners across the country. Stacy regards our clients and staff as family and works hard to ensure that everything runs smoothly.
“My life mission is to create a highly successful firm that empowers our staff, helps our clients achieve the life they deserve and change lives by supporting charity.”
Professionally: Stacy is a nationally-recognized financial expert who attended the New York University Center for Finance, Law and Taxation, where she completed the Certified Financial Planner™ (CFP®) designation. She comes with over 18 years of experience in the financial industry and is dedicated to her ongoing professional education. Stacy is a Certified Divorce Financial Analyst® (CDFA®), a Divorce Financial Strategist™ as well as a Certified Estate and Trust Specialist (CES™). She is the Director of the Association of Divorce Financial Planners’ (ADFP) Greater New York Metro Chapter, the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Stacy is one of twenty of the nation’s leading wealth managers on CNBC’s Digital Financial Advisor Council and she frequently appears in media outlets such as CNN, PBS, The Wall Street Journal and USA Today.
As much as 10% of all Francis Financial proceeds are donated to charities, including Savvy Ladies™, a nonprofit organization founded by Stacy to educate and empower women to take control of their finances. Savvy Ladies has helped over 12,000 women through free one-on-one financial counseling, workshops and retreats.
Personally: Stacy grew up in the countryside in Michigan, which sparked her love of animals and the outdoors. She enjoys snowboarding, skiing, and horseback riding with her family. Stacy is as active as it gets and she loves her morning boot camp, running marathons and training for triathlons. Her favorite activities include cooking with her kids for their monthly Chopped Cooking Competitions, discovering new wines with her husband, swimming with dolphins in the Bahamas and scuba diving in the Dominican Republic. Captain Stacy and her family are also avid sailors and she recently acquired her sailing certification.
Favorite quote: “Whether you think that you can or you can’t, you’re usually right.“ – Henry Ford
“Growing up, I was fortunate to have a role model in my mother who took care of our family’s finances. But, I also saw how negative emotions around money can lead to poor decisions. I strive to be a financial confidant to my clients, empowering them to break through their emotions around money and lead a life of confidence. “
Avani works hard to create lasting relationships with each client, enabling them to feel a sense of comfort and ease with their finances. She is an avid educator and makes sure her clients understand their portfolios thoroughly, as well as the risks to their investments, and the life choices which impact their long-term financial picture. Avani is an expert in investment management, retirement planning, cash flow, tax management, insurance, real estate and estate planning.
“Growing up, I was fortunate to have a role model in my mother who took care of our family’s finances. But, I also saw how negative emotions around money can lead to poor decisions. I strive to be a financial confidant to my clients, empowering them to break through their emotions around money and lead a life of confidence. “
Clients know that Avani is available, not just for big-picture planning, but also for practical help with all kinds of financial transactions, big and small. Avani is not only focused on clients, but also on the Francis Financial team. She passionately encourages the team to continually learn and grow on a professional and personal level. Avani recently received The Smart CEO Executive Management Award celebrating her leadership.
Professionally: Avani has seventeen years of experience in the financial industry and her expertise is recognized nation-wide. She is the Director of the National Association of Divorce Professionals (NADP) Manhattan Chapter and is quoted extensively in media outlets such as CNBC, Wall Street Journal and Investment News, to name a few.
Avani holds a Bachelor’s degree in finance and an MBA with a specialization in finance from one of India’s top 10 business schools. She holds the Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Private Wealth Advisor® (CPWA®) designations. She started her career in strategy consulting, providing technology solutions to large companies. After six years of advising the C-suite, Avani found her way back to her first love, finance. She completed her financial planning educational certification from the College of Financial Planning, in Denver.
Personally: Avani grew up in India. As a child she dreamed of putting on a business suit and “playing” with numbers and jigsaw puzzles every day. She is happy to report that the dream came true! Avani works with exceptional clients who come with all the financial pieces of their life to sort through. She fits them all together to create a beautiful financial mosaic.
Avani is also a loving mom and wife who enjoys teaching kids about money. She frequently experiments on her two daughters and creates lessons based on the success of her experiments. Avani enjoys traveling to the south of France, hiking and eating anything spicy and vegetarian from around the world.
Favorite quote: “Every problem has a gift for you in its hand, we seek problems because we need their gifts.”
“Growing up, I was fortunate to have a role model in my mother who took care of our family’s finances. But, I also saw how negative emotions around money can lead to poor decisions. I strive to be a financial confidant to my clients, empowering them to break through their emotions around money and lead a life of confidence. “
Avani works hard to create lasting relationships with each client, enabling them to feel a sense of comfort and ease with their finances. She is an avid educator and makes sure her clients understand their portfolios thoroughly, as well as the risks to their investments, and the life choices which impact their long-term financial picture. Avani is an expert in investment management, retirement planning, cash flow, tax management, insurance, real estate and estate planning.
“Growing up, I was fortunate to have a role model in my mother who took care of our family’s finances. But, I also saw how negative emotions around money can lead to poor decisions. I strive to be a financial confidant to my clients, empowering them to break through their emotions around money and lead a life of confidence. “
Clients know that Avani is available, not just for big-picture planning, but also for practical help with all kinds of financial transactions, big and small. Avani is not only focused on clients, but also on the Francis Financial team. She passionately encourages the team to continually learn and grow on a professional and personal level. Avani recently received The Smart CEO Executive Management Award celebrating her leadership.
Professionally: Avani has seventeen years of experience in the financial industry and her expertise is recognized nation-wide. She is the Director of the National Association of Divorce Professionals (NADP) Manhattan Chapter and is quoted extensively in media outlets such as CNBC, Wall Street Journal and Investment News, to name a few.
Avani holds a Bachelor’s degree in finance and an MBA with a specialization in finance from one of India’s top 10 business schools. She holds the Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Private Wealth Advisor® (CPWA®) designations. She started her career in strategy consulting, providing technology solutions to large companies. After six years of advising the C-suite, Avani found her way back to her first love, finance. She completed her financial planning educational certification from the College of Financial Planning, in Denver.
Personally: Avani grew up in India. As a child she dreamed of putting on a business suit and “playing” with numbers and jigsaw puzzles every day. She is happy to report that the dream came true! Avani works with exceptional clients who come with all the financial pieces of their life to sort through. She fits them all together to create a beautiful financial mosaic.
Avani is also a loving mom and wife who enjoys teaching kids about money. She frequently experiments on her two daughters and creates lessons based on the success of her experiments. Avani enjoys traveling to the south of France, hiking and eating anything spicy and vegetarian from around the world.
Favorite quote: “Every problem has a gift for you in its hand, we seek problems because we need their gifts.”
“The work I do with my clients is personal for me. I understand the importance of financial empowerment, which is something I’ve watched my mother gain over time since my father’s passing. For her and our clients, money means personal freedom, and that is something I strive every day to help them achieve.”
Paul’s role is to help clients with financial planning and portfolio strategy. More specifically, Paul meets with clients to understand their goals, and works with the rest of the team to create tailored investment portfolios and financial plans to help meet those goals. He thoroughly enjoys working with numbers and with people, which makes his work highly rewarding.
“The work I do with my clients is personal for me. I understand the importance of financial empowerment, which is something I’ve watched my mother gain over time since my father’s passing. For her and our clients, money means personal freedom, and that is something I strive every day to help them achieve.”
Professionally: Paul is a graduate of the Mason School of Business at the College of William & Mary, where he earned his Bachelor’s degree in Business Administration (finance major), cum laude.
Paul completed his Certified Financial Planner™ (CFP®) designation from New York University’s School for Continuing and Professional Studies and also holds the Certified Divorce Financial Analyst® (CDFA®) designation. He is also a Certified Private Wealth Advisor® (CPWA®) which he earned from the Yale School of Management. He is known for his diligence, reliability and great sense of humor and has developed an expertise in investment planning, tax planning, insurance planning and estate planning. Paul continues to seek opportunities to learn and grow as a financial advisor.
Personally: Paul is our office fire warden and comedic guru. He has a knack for making our team laugh, which makes him a joy to work with.
Paul loves to travel with his wife, and they both really enjoy playing tennis and cheering on the Yankees together.
He believes in giving back and volunteers for charitable causes such as The Arc, Habitat for Humanity, and the American Red Cross. He was also a mentor through Minds Matter NYC, a not-for-profit organization whose mission is to transform the lives of accomplished high school students from low-income families by helping to broaden their dreams and prepare them for college success.
“The work I do with my clients is personal for me. I understand the importance of financial empowerment, which is something I’ve watched my mother gain over time since my father’s passing. For her and our clients, money means personal freedom, and that is something I strive every day to help them achieve.”
Paul’s role is to help clients with financial planning and portfolio strategy. More specifically, Paul meets with clients to understand their goals, and works with the rest of the team to create tailored investment portfolios and financial plans to help meet those goals. He thoroughly enjoys working with numbers and with people, which makes his work highly rewarding.
“The work I do with my clients is personal for me. I understand the importance of financial empowerment, which is something I’ve watched my mother gain over time since my father’s passing. For her and our clients, money means personal freedom, and that is something I strive every day to help them achieve.”
Professionally: Paul is a graduate of the Mason School of Business at the College of William & Mary, where he earned his Bachelor’s degree in Business Administration (finance major), cum laude.
Paul completed his Certified Financial Planner™ (CFP®) designation from New York University’s School for Continuing and Professional Studies and also holds the Certified Divorce Financial Analyst® (CDFA®) designation. He is also a Certified Private Wealth Advisor® (CPWA®) which he earned from the Yale School of Management. He is known for his diligence, reliability and great sense of humor and has developed an expertise in investment planning, tax planning, insurance planning and estate planning. Paul continues to seek opportunities to learn and grow as a financial advisor.
Personally: Paul is our office fire warden and comedic guru. He has a knack for making our team laugh, which makes him a joy to work with.
Paul loves to travel with his wife, and they both really enjoy playing tennis and cheering on the Yankees together.
He believes in giving back and volunteers for charitable causes such as The Arc, Habitat for Humanity, and the American Red Cross. He was also a mentor through Minds Matter NYC, a not-for-profit organization whose mission is to transform the lives of accomplished high school students from low-income families by helping to broaden their dreams and prepare them for college success.
“Knowing that financial affairs are being properly managed is critical to one’s feeling of security and stability in life, and I find it very fulfilling to be in a position to help our clients with that.”
Natalie, an Associate Advisor with the firm, works directly with clients to help them reach their financial goals. Specifically, she partners with clients on topics ranging from retirement planning, education funding, charitable giving, insurance preparedness and portfolio management. Natalie’s passion for personal finance began at a young age, and she opened her first Roth IRA at age 19 (and convinced her college roommate to do the same).
“Knowing that financial affairs are being properly managed is critical to one’s feeling of security and stability in life, and I find it very fulfilling to be in a position to help our clients with that.”
Professionally: Natalie received a Bachelors of Science in chemical engineering at the University of California, Santa Barbara (UCSB). On the West Coast, she worked as an engineering consultant on large capital projects at pharmaceutical companies such as Genentech/Roche, Bayer, Novartis, and BioMarin, to name a few. Natalie moved to New York City in 2013 to work as an engineer at Perrigo, the world’s largest manufacturer of store-brand pharmaceutical products. After 7 years as an engineer, she realized that her passion for finance overshadowed her engineering career path and decided to make the switch. Natalie passed the Certified Financial Planner exam in July 2017, obtained the Certified Divorce Financial Analyst designation in June 2019, and is continually working to deepen her knowledge in the profession.
Personally: Natalie is kind, sharp and full of positivity. Her favorite activity outside of work is running with friends, which she does every Saturday. Her athletic pursuits led her to place 2nd in her age group in the Escape from Alcatraz Triathlon in 2011.
Natalie and her husband love to travel and enjoy visiting wine regions in France to discover the best French wines. If she could be anywhere else in the world, Natalie would travel to Florence Lake in the Sierra Nevada Mountains where her family has taken yearly trips since she was only 9 months old.
Favorite quote: “The will to do, the soul to dare.” – Sir Walter Scott
“Knowing that financial affairs are being properly managed is critical to one’s feeling of security and stability in life, and I find it very fulfilling to be in a position to help our clients with that.”
Natalie, an Associate Advisor with the firm, works directly with clients to help them reach their financial goals. Specifically, she partners with clients on topics ranging from retirement planning, education funding, charitable giving, insurance preparedness and portfolio management. Natalie’s passion for personal finance began at a young age, and she opened her first Roth IRA at age 19 (and convinced her college roommate to do the same).
“Knowing that financial affairs are being properly managed is critical to one’s feeling of security and stability in life, and I find it very fulfilling to be in a position to help our clients with that.”
Professionally: Natalie received a Bachelors of Science in chemical engineering at the University of California, Santa Barbara (UCSB). On the West Coast, she worked as an engineering consultant on large capital projects at pharmaceutical companies such as Genentech/Roche, Bayer, Novartis, and BioMarin, to name a few. Natalie moved to New York City in 2013 to work as an engineer at Perrigo, the world’s largest manufacturer of store-brand pharmaceutical products. After 7 years as an engineer, she realized that her passion for finance overshadowed her engineering career path and decided to make the switch. Natalie passed the Certified Financial Planner exam in July 2017, obtained the Certified Divorce Financial Analyst designation in June 2019, and is continually working to deepen her knowledge in the profession.
Personally: Natalie is kind, sharp and full of positivity. Her favorite activity outside of work is running with friends, which she does every Saturday. Her athletic pursuits led her to place 2nd in her age group in the Escape from Alcatraz Triathlon in 2011.
Natalie and her husband love to travel and enjoy visiting wine regions in France to discover the best French wines. If she could be anywhere else in the world, Natalie would travel to Florence Lake in the Sierra Nevada Mountains where her family has taken yearly trips since she was only 9 months old.
Favorite quote: “The will to do, the soul to dare.” – Sir Walter Scott
“When my parents divorced, I gained some first-hand insight into the importance of having a steady hand to guide you through a period of financial transition. Seeing my mother and father go through this experience, sparked my passion for helping others navigate life’s uncertainties, while also helping build confidence around their ability to achieve their financial goals.”
As an Associate Advisor, Davon helps clients with their comprehensive financial planning questions. Specifically, Davon implements solutions that combine investment, insurance, tax, retirement and estate planning strategies. After starting his career at a large global company, he decided to make the move to our firm over 5 years ago, where his presence is felt and his impact is more significant. Davon is passionate about helping our clients improve their lives through our work, and he thoroughly enjoys the opportunity to be part of Francis Financial’s growth.
“When my parents divorced, I gained some first-hand insight into the importance of having a steady hand to guide you through a period of financial transition. Seeing my mother and father go through this experience, sparked my passion for helping others navigate life’s uncertainties, while also helping build confidence around their ability to achieve their financial goals.”
Professionally: Davon graduated from New York University with a Bachelor’s degree in economics. He completed his Certified Financial Planner™ (CFP®) designation from New York University’s School for Continuing and Professional Studies and also holds the Certified Divorce Financial Analyst® (CDFA®) designation.
During his time at New York University, he further enriched his studies through a semester abroad in Madrid, Spain where he immersed himself in the Spanish culture and economy. During his junior and senior year, Davon gained valuable experience through an internship at the hedge fund, Millennium Management, in their Investor Relations and Marketing department. After graduation, Davon entered the workforce and spent two years as an auditor in the Independence Group at Ernst and Young. His positive attitude, reliability and warm disposition make him a huge asset to our team.
Personally: Outside of the office, Davon enjoys entertaining friends and family, playing basketball and exploring his passion for music production. As a child, he developed an interest in meteorology from watching the weather channel and dreamed of being a weatherman. Today, he still enjoys following the weather, specifically in his favorite places to travel, which include the Caribbean and Costa del Sol, Spain. Davon’s mind is sharp, developed through years of Tae Kwon Do where he earned his black belt. Although he is a New Yorker, Davon spent his early childhood in the Poconos, which explains his love of both Philadelphia and New York sports teams.
Favorite quote: “A smart man learns from his mistakes. A wise man learns from the mistakes of others.”
“When my parents divorced, I gained some first-hand insight into the importance of having a steady hand to guide you through a period of financial transition. Seeing my mother and father go through this experience, sparked my passion for helping others navigate life’s uncertainties, while also helping build confidence around their ability to achieve their financial goals.”
As an Associate Advisor, Davon helps clients with their comprehensive financial planning questions. Specifically, Davon implements solutions that combine investment, insurance, tax, retirement and estate planning strategies. After starting his career at a large global company, he decided to make the move to our firm over 5 years ago, where his presence is felt and his impact is more significant. Davon is passionate about helping our clients improve their lives through our work, and he thoroughly enjoys the opportunity to be part of Francis Financial’s growth.
“When my parents divorced, I gained some first-hand insight into the importance of having a steady hand to guide you through a period of financial transition. Seeing my mother and father go through this experience, sparked my passion for helping others navigate life’s uncertainties, while also helping build confidence around their ability to achieve their financial goals.”
Professionally: Davon graduated from New York University with a Bachelor’s degree in economics. He completed his Certified Financial Planner™ (CFP®) designation from New York University’s School for Continuing and Professional Studies and also holds the Certified Divorce Financial Analyst® (CDFA®) designation.
During his time at New York University, he further enriched his studies through a semester abroad in Madrid, Spain where he immersed himself in the Spanish culture and economy. During his junior and senior year, Davon gained valuable experience through an internship at the hedge fund, Millennium Management, in their Investor Relations and Marketing department. After graduation, Davon entered the workforce and spent two years as an auditor in the Independence Group at Ernst and Young. His positive attitude, reliability and warm disposition make him a huge asset to our team.
Personally: Outside of the office, Davon enjoys entertaining friends and family, playing basketball and exploring his passion for music production. As a child, he developed an interest in meteorology from watching the weather channel and dreamed of being a weatherman. Today, he still enjoys following the weather, specifically in his favorite places to travel, which include the Caribbean and Costa del Sol, Spain. Davon’s mind is sharp, developed through years of Tae Kwon Do where he earned his black belt. Although he is a New Yorker, Davon spent his early childhood in the Poconos, which explains his love of both Philadelphia and New York sports teams.
Favorite quote: “A smart man learns from his mistakes. A wise man learns from the mistakes of others.”
“I’m thrilled to have the opportunity to make a difference in the lives of our clients by helping them plan for their futures.”
Shweta, a true team player, works hard to support our senior advisors. Whether it be account establishment, client management, custodian paperwork, financial modeling and planning, or generating client portfolio reports, Shweta excels at all tasks with her great dedication and sharp attention to detail.
“I’m thrilled to have the opportunity to make a difference in the lives of our clients by helping them plan for their futures.”
Professionally: Shweta graduated from New York University with a degree in Economics and a concentration in Business Studies. She was Vice President of NYU’s South Asian Student Association and a member of Kappa Kappa Gamma Fraternity. She earned her Certified Financial Planner™ (CFP®) designation from New York University’s School for Continuing and Professional Studies. Prior to joining Francis Financial, Shweta gained valuable experience through internships at a hedge fund and at a corporate restructuring firm.
Personally: Shweta’s kind personality and her passion for helping others always shines through. Shweta is thrilled to work at Francis Financial where she can help empower others through financial planning and wealth management. When she isn’t working her dream job, Shweta can be found exploring the city or hosting movie nights with friends. An avid film lover, her passion for film transcends national bounds and extends to both Hollywood and Bollywood movies. Her other hobbies include reading, writing, surfing and traveling. If given a chance to be anywhere else in the world, she would visit Thailand to search for the most authentic version of her favorite dish, Pad Thai.
Favorite quote: “If you get, give. If you learn, teach.” – Maya Angelou
“I’m thrilled to have the opportunity to make a difference in the lives of our clients by helping them plan for their futures.”
Shweta, a true team player, works hard to support our senior advisors. Whether it be account establishment, client management, custodian paperwork, financial modeling and planning, or generating client portfolio reports, Shweta excels at all tasks with her great dedication and sharp attention to detail.
“I’m thrilled to have the opportunity to make a difference in the lives of our clients by helping them plan for their futures.”
Professionally: Shweta graduated from New York University with a degree in Economics and a concentration in Business Studies. She was Vice President of NYU’s South Asian Student Association and a member of Kappa Kappa Gamma Fraternity. She earned her Certified Financial Planner™ (CFP®) designation from New York University’s School for Continuing and Professional Studies. Prior to joining Francis Financial, Shweta gained valuable experience through internships at a hedge fund and at a corporate restructuring firm.
Personally: Shweta’s kind personality and her passion for helping others always shines through. Shweta is thrilled to work at Francis Financial where she can help empower others through financial planning and wealth management. When she isn’t working her dream job, Shweta can be found exploring the city or hosting movie nights with friends. An avid film lover, her passion for film transcends national bounds and extends to both Hollywood and Bollywood movies. Her other hobbies include reading, writing, surfing and traveling. If given a chance to be anywhere else in the world, she would visit Thailand to search for the most authentic version of her favorite dish, Pad Thai.
Favorite quote: “If you get, give. If you learn, teach.” – Maya Angelou
“I am excited to work for a firm that helps empower women to become strong and independent financially, professionally, and personally.”
Alexandra, a dedicated member of the finance team, works attentively to support Francis Financial’s senior advisors. She tackles tasks, such as new account establishment, portfolio reports and financial planning, with enthusiasm and attention to detail. Her passion for the work is clear, and her open-mindedness and positive outlook make her a pleasure to work with.
“I am excited to work for a firm that helps empower women to become strong and independent financially, professionally, and personally.”
Professionally: Alexandra received her M.S. in Finance from Fordham Gabelli School of Business, after graduating Cum Laude from Villanova School of Business with a Bachelor’s in Finance and Business Law. Before coming to Francis Financial, Alexandra gained experience working at Morgan Stanley Wealth Management, modelling clients’ portfolios and conducting equity research. She completed her Certified Financial Planner™ (CFP®) designation from The American College and also holds the Certified Divorce Financial Analyst Planner® (CDFA®) designation.
Personally: When Alexandra isn’t working, she enjoys spending her time horseback riding, playing tennis, and eating her mom’s traditional Greek cooking. She is a devoted music lover, and has been playing piano since the age of 5, which gives her an outlet for her own musical expression.
Favorite quote: “Courage is knowing what not to fear” – Plato
“I am excited to work for a firm that helps empower women to become strong and independent financially, professionally, and personally.”
Alexandra, a dedicated member of the finance team, works attentively to support Francis Financial’s senior advisors. She tackles tasks, such as new account establishment, portfolio reports and financial planning, with enthusiasm and attention to detail. Her passion for the work is clear, and her open-mindedness and positive outlook make her a pleasure to work with.
“I am excited to work for a firm that helps empower women to become strong and independent financially, professionally, and personally.”
Professionally: Alexandra received her M.S. in Finance from Fordham Gabelli School of Business, after graduating Cum Laude from Villanova School of Business with a Bachelor’s in Finance and Business Law. Before coming to Francis Financial, Alexandra gained experience working at Morgan Stanley Wealth Management, modelling clients’ portfolios and conducting equity research. She completed her Certified Financial Planner™ (CFP®) designation from The American College and also holds the Certified Divorce Financial Analyst Planner® (CDFA®) designation.
Personally: When Alexandra isn’t working, she enjoys spending her time horseback riding, playing tennis, and eating her mom’s traditional Greek cooking. She is a devoted music lover, and has been playing piano since the age of 5, which gives her an outlet for her own musical expression.
Favorite quote: “Courage is knowing what not to fear” – Plato
“It’s an honor to work every day and empower others to take control of their financial futures.”
Peter, an enthusiastic member of the finance team, works diligently to support Francis Financial’s senior advisors. He tackles tasks, such as new account establishment, portfolio reports and financial planning, with incredible attention to detail. He is a true team player who will step-up and go above and beyond to ensure that his clients are well taken care of.
“It’s an honor to work every day and empower others to take control of their financial futures.”
Professionally: Peter received his B.S from Northwestern University’s School of Communication, double-majoring in Economics and Theater. Prior to joining Francis Financial, Peter conducted research and analyzed data for a nonprofit dedicated to providing paid, mentored internships and career-readiness workshops to under-served high school students. Peter is currently working towards completing his Certified Financial Planner (CFP) designation.
Personally: Peter enjoys spending time biking around the city, playing board games and basketball, and attending games cheering on the New York Giants, New York Knicks and New York Yankees. Peter also loves performing on stage and on screen and has been acting since he was 5 years old. His claim to fame is his appearance in Law and Order SVU.
Favorite quote: “For there is nothing either good or bad, but thinking makes it so.” – William Shakespeare
“It’s an honor to work every day and empower others to take control of their financial futures.”
Peter, an enthusiastic member of the finance team, works diligently to support Francis Financial’s senior advisors. He tackles tasks, such as new account establishment, portfolio reports and financial planning, with incredible attention to detail. He is a true team player who will step-up and go above and beyond to ensure that his clients are well taken care of.
“It’s an honor to work every day and empower others to take control of their financial futures.”
Professionally: Peter received his B.S from Northwestern University’s School of Communication, double-majoring in Economics and Theater. Prior to joining Francis Financial, Peter conducted research and analyzed data for a nonprofit dedicated to providing paid, mentored internships and career-readiness workshops to under-served high school students. Peter is currently working towards completing his Certified Financial Planner (CFP) designation.
Personally: Peter enjoys spending time biking around the city, playing board games and basketball, and attending games cheering on the New York Giants, New York Knicks and New York Yankees. Peter also loves performing on stage and on screen and has been acting since he was 5 years old. His claim to fame is his appearance in Law and Order SVU.
Favorite quote: “For there is nothing either good or bad, but thinking makes it so.” – William Shakespeare
“It’s important to me to really connect with people, whether that is making sure that visitors feel comfortable and welcome when they step into our office, or leading educational seminars to help foster the growth of our team members.”
Deborah is the first point of contact at our firm. She provides excellent support to our clients and team and makes sure that the office runs smoothly. Her responsibilities vary widely, from managing the calendar to coaching the team to writing and editing. Deborah ensures that we all have the support we need, both professionally and personally, and we couldn’t do without her intelligence, wisdom, creativity and compassion.
“It’s important to me to really connect with people, whether that is making sure that visitors feel comfortable and welcome when they step into our office, or leading educational seminars to help foster the growth of our team members.”
Professionally: Deborah graduated from Barnard College with a major in French literature and a minor in English. For over 20 years, Deborah developed her own photography business, and her passion for photography takes her to many areas of the world, most recently to remote villages of the Himalayas of Nepal, where she went to document conventional and holistic medical relief efforts during a two-week-long medical service trip.
Personally: Deborah is the proud mother of two children in their 20s, who have finally stopped being embarrassed by her every move. Her nurturing, kind and balanced nature also contributed to her Francis Financial nickname – our “office mom.” Deborah enjoys reading fiction, practicing yoga and strolling on the beach at any time of year. She is also a health guru and makes sure that the team gets their weekly dose of fresh fruit from the farmer’s market. Deborah recently moved from Manhattan to Far Rockaway, where she can often be found walking her dog on the beach.
Favorite quote: “Instructions for living a life. Pay attention. Be astonished. Tell about it.” – Mary Oliver
“It’s important to me to really connect with people, whether that is making sure that visitors feel comfortable and welcome when they step into our office, or leading educational seminars to help foster the growth of our team members.”
Deborah is the first point of contact at our firm. She provides excellent support to our clients and team and makes sure that the office runs smoothly. Her responsibilities vary widely, from managing the calendar to coaching the team to writing and editing. Deborah ensures that we all have the support we need, both professionally and personally, and we couldn’t do without her intelligence, wisdom, creativity and compassion.
“It’s important to me to really connect with people, whether that is making sure that visitors feel comfortable and welcome when they step into our office, or leading educational seminars to help foster the growth of our team members.”
Professionally: Deborah graduated from Barnard College with a major in French literature and a minor in English. For over 20 years, Deborah developed her own photography business, and her passion for photography takes her to many areas of the world, most recently to remote villages of the Himalayas of Nepal, where she went to document conventional and holistic medical relief efforts during a two-week-long medical service trip.
Personally: Deborah is the proud mother of two children in their 20s, who have finally stopped being embarrassed by her every move. Her nurturing, kind and balanced nature also contributed to her Francis Financial nickname – our “office mom.” Deborah enjoys reading fiction, practicing yoga and strolling on the beach at any time of year. She is also a health guru and makes sure that the team gets their weekly dose of fresh fruit from the farmer’s market. Deborah recently moved from Manhattan to Far Rockaway, where she can often be found walking her dog on the beach.
Favorite quote: “Instructions for living a life. Pay attention. Be astonished. Tell about it.” – Mary Oliver
“What excites me is being able to come to work each day eager to network, expand our clientele and overall promote the vision of Francis Financial while helping others better their lives.”
Sunaina is passionate about making sure Francis Financial’s brand and vision are developed and executed in a way that best serves our clients. She leads our marketing efforts to maintain top-quality and frequent communication with clients, trusted colleagues and potential clients through events, partnerships, media outreach, speaking engagements, business strategy and educational programming.
“What excites me is being able to come to work each day eager to network, expand our clientele and overall promote the vision of Francis Financial while helping others better their lives.”
Professionally: Sunaina graduated from The Pennsylvania State University where she earned degrees in International Politics, International Relations and Business Administration. She was president of the South Asian Student Association and an active member of Alpha Kappa Psi, a professional business fraternity. Before her start at Francis Financial, she gained experience in the marketing industry through various internships in Los Angeles, California and Washington DC, at Legacy Entertainment and Global Drug Development Experts, where she acted as a production and marketing coordinator. Our clients and team love working with Sunaina as her incredible positivity, kindness and passion are contagious and always welcome.
Personally: Sunaina is a go-getter at work and in her spare time. She calls herself an adrenaline seeker and is active and adventurous. She has gone sky diving, cliff jumping, skiing, rock climbing and has a black belt in karate.
Sunaina is full of compassion for others, and is passionate about giving back to her community. She was the Chapter Lead of the American India Foundation New York Young Professionals (AIF NYYP), a charity that accelerates social and economic change in India by raising funds and spreading awareness in the United States. She had the chance to visit an AIF-funded center in India, and spent time with children in underprivileged homes. She also enjoys reading to kids through the Pajama Program, travelling to London to be with her family, and seeking out local Mexican restaurants for the best guacamole.
Favorite quote: “Whenever you find yourself doubting how far you can go, just remember how far you have come. Remember everything you have faced, all the battles you have won, and all the fears you have overcome.” – Unknown
“What excites me is being able to come to work each day eager to network, expand our clientele and overall promote the vision of Francis Financial while helping others better their lives.”
Sunaina is passionate about making sure Francis Financial’s brand and vision are developed and executed in a way that best serves our clients. She leads our marketing efforts to maintain top-quality and frequent communication with clients, trusted colleagues and potential clients through events, partnerships, media outreach, speaking engagements, business strategy and educational programming.
“What excites me is being able to come to work each day eager to network, expand our clientele and overall promote the vision of Francis Financial while helping others better their lives.”
Professionally: Sunaina graduated from The Pennsylvania State University where she earned degrees in International Politics, International Relations and Business Administration. She was president of the South Asian Student Association and an active member of Alpha Kappa Psi, a professional business fraternity. Before her start at Francis Financial, she gained experience in the marketing industry through various internships in Los Angeles, California and Washington DC, at Legacy Entertainment and Global Drug Development Experts, where she acted as a production and marketing coordinator. Our clients and team love working with Sunaina as her incredible positivity, kindness and passion are contagious and always welcome.
Personally: Sunaina is a go-getter at work and in her spare time. She calls herself an adrenaline seeker and is active and adventurous. She has gone sky diving, cliff jumping, skiing, rock climbing and has a black belt in karate.
Sunaina is full of compassion for others, and is passionate about giving back to her community. She was the Chapter Lead of the American India Foundation New York Young Professionals (AIF NYYP), a charity that accelerates social and economic change in India by raising funds and spreading awareness in the United States. She had the chance to visit an AIF-funded center in India, and spent time with children in underprivileged homes. She also enjoys reading to kids through the Pajama Program, travelling to London to be with her family, and seeking out local Mexican restaurants for the best guacamole.
Favorite quote: “Whenever you find yourself doubting how far you can go, just remember how far you have come. Remember everything you have faced, all the battles you have won, and all the fears you have overcome.” – Unknown
“Being able to play a role in helping a firm that focuses on the people first, then money, reminds me why I love working here. We strive to financially empower and truly better the lives of our clients.”
Gabrielle’s vibrant personality, positive attitude, and willingness to help make her a perfect addition to the Francis Financial team. Raised by parents who are committed to giving back, she has always wanted to mirror that in her own career. Gabrielle manages our marketing efforts to maintain top-quality care and customer service to our clients, trusted professionals and prospective clients through event planning, social media, networking, media outreach, speaking engagements, business strategy and educational programming.
“Being able to play a role in helping a firm that focuses on the people first, then money, reminds me why I love working here. We strive to financially empower and truly better the lives of our clients.”
Professionally: Gabrielle graduated from the University of Connecticut where she earned a degree in Communications and minor in Business Fundamentals. She was an active member of the professional business fraternity, Delta Sigma Pi and a member of the Joint Elections Marketing committee. Before starting at Francis Financial, Gabrielle gained experience as an intern for Feeding Children Everywhere during her senior year of college and she also spent a summer working for the city of New York at their Office of Emergency Management in Brooklyn.
Gabrielle currently serves as a member of the Advisory Council for FamilyKind, a non-profit that helps under-served children, parents, and couples cope with separation and divorce, where she assists them in furthering their online presence. Gabrielle combined her love of traveling with her passion of volunteering spending two summers abroad. She spent the summer of 2012 in London, England coaching basketball for a local school’s youth center and the next summer working on a wildlife park in the outskirts of Sydney, Australia. Gabrielle also was selected to join the UConn Empower group to travel to northern India to implement sustainable projects at an impoverished school.
Personally: Gabrielle’s competitive and energetic nature makes her a self-proclaimed dynamite on our team’s dodgeball league and at any competition she can get her hands on. With a passion for sports and adventure, she has gone snowboarding, zip-lining, surfing, and ski diving. In life and at work, Gabrielle is always ready to take on any challenge and inspires everyone to do their best with her contagious enthusiasm.
When Gabrielle is not exploring the city, she escapes upstate to her family home looking over the beautiful Catskill Mountains and goes to concerts in her hometown at Bethel Woods. She is also our resident TV/movie buff and is always up-to-date on all things pop culture.
Favorite quote: “If you have good thoughts, they will shine out of your face like sunbeams and you will always look lovely” – Roald Dahl
“Being able to play a role in helping a firm that focuses on the people first, then money, reminds me why I love working here. We strive to financially empower and truly better the lives of our clients.”
Gabrielle’s vibrant personality, positive attitude, and willingness to help make her a perfect addition to the Francis Financial team. Raised by parents who are committed to giving back, she has always wanted to mirror that in her own career. Gabrielle manages our marketing efforts to maintain top-quality care and customer service to our clients, trusted professionals and prospective clients through event planning, social media, networking, media outreach, speaking engagements, business strategy and educational programming.
“Being able to play a role in helping a firm that focuses on the people first, then money, reminds me why I love working here. We strive to financially empower and truly better the lives of our clients.”
Professionally: Gabrielle graduated from the University of Connecticut where she earned a degree in Communications and minor in Business Fundamentals. She was an active member of the professional business fraternity, Delta Sigma Pi and a member of the Joint Elections Marketing committee. Before starting at Francis Financial, Gabrielle gained experience as an intern for Feeding Children Everywhere during her senior year of college and she also spent a summer working for the city of New York at their Office of Emergency Management in Brooklyn.
Gabrielle currently serves as a member of the Advisory Council for FamilyKind, a non-profit that helps under-served children, parents, and couples cope with separation and divorce, where she assists them in furthering their online presence. Gabrielle combined her love of traveling with her passion of volunteering spending two summers abroad. She spent the summer of 2012 in London, England coaching basketball for a local school’s youth center and the next summer working on a wildlife park in the outskirts of Sydney, Australia. Gabrielle also was selected to join the UConn Empower group to travel to northern India to implement sustainable projects at an impoverished school.
Personally: Gabrielle’s competitive and energetic nature makes her a self-proclaimed dynamite on our team’s dodgeball league and at any competition she can get her hands on. With a passion for sports and adventure, she has gone snowboarding, zip-lining, surfing, and ski diving. In life and at work, Gabrielle is always ready to take on any challenge and inspires everyone to do their best with her contagious enthusiasm.
When Gabrielle is not exploring the city, she escapes upstate to her family home looking over the beautiful Catskill Mountains and goes to concerts in her hometown at Bethel Woods. She is also our resident TV/movie buff and is always up-to-date on all things pop culture.
Favorite quote: “If you have good thoughts, they will shine out of your face like sunbeams and you will always look lovely” – Roald Dahl
“My goal is to provide my Francis Financial family security, love, and a sense of calm when life gets stressful.”
Shadow is proud to fill the role of security guard and team mascot at Francis Financial. She can often be found on Stacy’s heels, or in her lap, or staring through the window of a meeting that is too private for her to attend, just to make sure that our fearless leader is protected at all times. Shadow is very fashion forward, and is often the most glamorously-dressed member of our team. As she has been overheard saying, “a girl has to look good.”
“My goal is to provide my Francis Financial family security, love, and a sense of calm when life gets stressful.”
Favorite quote: “All great relationships in life start with a paw-shake. Reach out!”
“My goal is to provide my Francis Financial family security, love, and a sense of calm when life gets stressful.”
Shadow is proud to fill the role of security guard and team mascot at Francis Financial. She can often be found on Stacy’s heels, or in her lap, or staring through the window of a meeting that is too private for her to attend, just to make sure that our fearless leader is protected at all times. Shadow is very fashion forward, and is often the most glamorously-dressed member of our team. As she has been overheard saying, “a girl has to look good.”
“My goal is to provide my Francis Financial family security, love, and a sense of calm when life gets stressful.”
Favorite quote: “All great relationships in life start with a paw-shake. Reach out!”